Lee Meddin, Founder & CIO of Sagacious Capital LLC takes us around the world with his macro economic views
... Read more »Best Idea for 2020: Rays of Light in Chile, South Korea and Mexico Dec6
Posts Categorized: Investing
Valuable Insights For Managers From the Ringmasters of Deal Ring Nov1
At Deal Ring last week, held during the Global Fund Forum, we saw five hedge fund managers pitch to a panel of allocators (Ringmasters), in the style of Shark Tank, before a live audience. Under the tutelage of James Rosebush, we witnessed presentations that were clear, cohesive, and persuasive
... Read more »Shopify – Shady Customer Acquisition Policies, Mounting Losses and a Crazy Valuation Nov1
We believe Shopify is a cash flow negative, share-minting business facing severe competition operating in the cyclical industry and having highly questionable revenue streams, all the while priced to an unattainable scenario of high margin market domination and perfect execution
... Read more »We Versus Me: Identifying An Investment Mindset Oct28
When deciding where to put money, investors have many choices and multiple goals they are trying to achieve. Commonly, one seeks to partner with outside managers to enhance or increase the chances of meeting investment goals beyond what passive investing can deliver
... Read more »Making Sense of Investing in Emerging Managers & Understanding Their Challenges Oct24
Emerging managers are money managers starting a new fund. These managers typically have a wealth of talent, are mission driven and may be breaking away from a large institution. Although they’re starting up and may be small, they’re eager, nimble and innovative
... Read more »
